Automated Encompass Appraisal Tracking
Every morning, WebRun opens Encompass, reviews each loan with an appraisal ordered, flags the orders overdue against their expected date or still unscheduled, logs every appraisal's status in Google Sheets, and posts the loan officer a Slack list of the orders running late so they can be chased before they hold up the file.
How do I track appraisal orders and flag delays automatically?
Every morning, WebRun opens Encompass and checks each loan with an appraisal ordered, flagging the orders overdue against their expected date or still unscheduled. It logs every appraisal's status in Google Sheets and posts the loan officer a Slack list of the orders running late, so appraisal delays are caught before they hold up the closing.
- Late appraisals surface each morning, not at closing time
- Every order's status is tracked with days late in one sheet
- Stuck appraisals get chased before they delay the loan
Built for loan officers · mortgage processors · lenders · appraisal coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.encompassloconnect.comin a real browser with your saved login - no setup, no API keys. -
1
Encompass - check appraisal orders
icemortgagetechnology.com
WebRun reviews the appraisal order status on each loan in Encompass. - Open Encompass and review the order status for each loan with an appraisal requested
- Flag any appraisal past its expected completion date or still unscheduled
- Capture the borrower, loan number, order date, expected date, and current appraisal status
Done when Every appraisal order has been checked and the late ones flagged.
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2
Google Sheets - log each appraisal status
google.com
WebRun logs each appraisal's status and days late in the tracker. - Open the appraisal tracker and add or update a row per loan with the latest status
- Record the order date, expected date, and days late for any overdue order
- Sort so the most overdue appraisals sit at the top
Done when Every appraisal's current status is logged in the sheet.
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3
Slack - flag the delayed orders
slack.com
WebRun posts the appraisal orders that are running late to Slack. - Post the loan officer a Slack list of appraisal orders running late or unscheduled
- Lead with the loan and days late so the most overdue stand out
- Keep it to a short list the loan officer can act on right away
Done when The loan officer has today's delayed-appraisal list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it contact the appraiser or AMC?
No. WebRun only reads the order status in Encompass, logs it, and flags the late ones for the loan officer. Any follow-up with the appraiser or appraisal management company stays with a person, so nothing is sent on its own.
How does it know an appraisal is late?
It compares each appraisal's expected completion date in Encompass against today and flags any order that is past due or still unscheduled, then reports how many days late so the loan officer can prioritise the chase.
Can I set what counts as overdue?
Yes. Tell WebRun your tolerance, for example flag anything past its expected date or unscheduled after two days, and it lists only orders that breach that line so the Slack alert stays focused.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.